Responsibilities:

• Join an intensive on-the-job training program to become a professional Relationship Manager.
• Support the team in engaging high-net-worth clients and developing long-term relationships.
• Learn to conduct financial needs analysis and offer tailored wealth solutions, including investment and insurance products.
• Make outbound calls to schedule appointments and follow up with clients proactively.
• Ensure compliance with all regulatory and internal guidelines, including KYC and AML procedures.

Requirements:

• Welcome candidates without prior finance experience, training will be provided.
• Minimum 1 year of experience in banking / insurance / customer service / sales preferred.
• Holder of IIQE Papers 1, 3 (or willing to obtain).
• Eager to develop a career in wealth management and frontline relationship management.
• Strong interpersonal and communication skills.
• Fluent in Cantonese, English, and Putonghua.